Your data matters

Privacy Policy

Effective 10/20/2025

At KTG TAX LLC, we value your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard your data when you engage our tax preparation, resolution, or consulting services.

1. Information We Collect

We may collect the following types of information:

• Personal information: Name, address, phone number, email address, date of birth, Social Security Number, and tax identification numbers.
• Financial information: Income, expenses, tax forms, bank statements, wage information, and related financial documents.
• Communications: Notes from phone calls, emails, text messages, and client portal messages.
• Technical information: Website usage data such as IP addresses, cookies, and browser type (for site analytics and security).

2. How We Use Your Information

We use your information to:

• Prepare and file your tax returns.
• Represent you before the IRS or state agencies.
• Respond to your questions, inquiries, and service requests.
• Maintain accurate client records and comply with legal requirements.
• Improve our services and client experience.

We will never sell or rent your personal information to any third party.

3. Information Sharing

We may share your information only when necessary to:

• Communicate with the IRS or state taxing authorities on your behalf.
• Coordinate with trusted third parties who assist with tax preparation, document processing, or secure communications — all of whom are bound by confidentiality agreements.
• Comply with federal, state, or court orders as required by law.

4. Data Security

We use secure, encrypted systems for data storage, document transmission, and communications. Access to client information is restricted to authorized personnel only. We continually monitor and update our systems to protect your data from unauthorized access or disclosure.

5. Your Rights

You have the right to:

• Request a copy of the personal information we have on file.
• Request correction or deletion of inaccurate data, subject to legal retention requirements.
• Opt out of marketing or informational communications.

6. Data Retention

We retain client records as required by IRS Circular 230 and applicable state laws — typically a minimum of seven years — to ensure compliance and audit readiness.

7. Updates to This Policy

We may update this Privacy Policy periodically. Any changes will be posted on our website with a revised effective date.

8. Contact Us

If you have questions about this Privacy Policy or how your information is handled, please contact:

KTG TAX LLC
155 Bartram Market Drive #135 PMB 504
Jacksonville, FL 32258
Phone/Fax: 1-904-227-7902
Email: info@ktg.tax

SMS Terms and Conditions

Effective 10/20/2025

Welcome to Key Tax Group’s SMS text messaging service. These Terms of Service (“Terms”) govern your use of our text messaging communications and describe how we collect, use, and protect your information when you opt in to receive messages from us.

1. Consent to Receive Messages

By replying “YES”, completing a web form, or otherwise providing your mobile number and agreeing to receive text messages from KTG TAX LLC, you consent to receive SMS or MMS messages at the phone number you provided. These may include:

• Appointment reminders
• Case status updates
• Document requests or confirmations
• Payment notifications
• General service communications related to your tax case

Consent is not required as a condition of receiving our tax services. You can still receive updates by phone or email if you prefer.

2. Message Frequency

Message frequency will vary depending on your case activity and communication preferences. Typically, you may receive between 1–6 messages per month, but volume can fluctuate depending on your level of engagement with Key Tax Group.

3. Opting Out

You can opt out of SMS messages at any time. Simply reply STOP to any message. After opting out, you may receive one final confirmation message confirming your request has been processed. If you later wish to rejoin, reply START or contact us directly.

4. Help and Support

For help, reply HELP to any message, or contact us directly: 904-227-7902 info@ktg.tax

5. Carrier Disclaimer

Mobile carriers are not liable for delayed or undelivered messages. Message and data rates may apply depending on your wireless plan.

6. Data Privacy

Key Tax Group values your privacy. We will never sell, rent, or share your mobile number or message content with third parties. All messages are used solely for communication related to your case, client relationship, or service updates. For details on our data practices, please review our Privacy Policy.

7. Changes to Terms

We may update these Terms from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. The latest version will always be available at www.keytaxgroup.com/sms-terms.

8. Contact Information

If you have any questions about these Terms or our SMS program, please contact:

KTG TAX LLC , 155 Bartram Market Drive #135 PMB 504 Jacksonville, FL 32258; Phone/Fax: 1-904-227-7902; Email: info@ktg.tax